Tori B
QuickBooks Team

Account management

Good morning, @FPSD .

 

Thanks for following along with the thread and sharing your concerns. 

 

Before I begin, I wanted to clarify if you're using QuickBooks Online Advanced or QuickBooks Desktop. If you're using QuickBooks Online, then the Auditor will not need QuickBooks. You can add them as a user and assign them view-reports access. This way, they can not alter any transactions, etc. 

 

To add them as a user, you can use the detailed steps my colleague has provided above. Once the user accepts the invite, they can sign into your QuickBooks using the role you assigned them. 

 

For more information about user roles, check out: User roles and access rights in QuickBooks Online

 

Please don't hesitate to let me know if you have any additional questions or concerns. I'm happy to help out. Have a good one!